David Mitchell Yeates – Financial Adviser

Adviser identifying number: 239539
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: SHADFORTH FINANCIAL GROUP LIMITED
Licence number: 318613
Licensee’s ABN: 27127508472
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 01/12/2010
The date the Financial Adviser ceased the appointment: 30/06/2012
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

  • Bachelor of Commerce – Griffith University
  • DPML Margin Lending Certificate – Pinnacle Financial Services Academy
  • Diploma of Financial Services – Deakin University
  • Risk Management for Financial Services Professionals – Integratec
  • Self Managed Super Fund – Integrity Education Group

Relevant memberships of professional bodies or industry associations: Tax Practitioners Board

David Mitchell Yeates is authorised to provide advices on following products: